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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company Customer" from Simpro.

Add your action

An action happens after the trigger—such as "Delete User" in Zendesk.

You’re connected!

Zapier seamlessly connects Simpro and Zendesk, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Company Customer
Triggers when a company customer is created.
Trigger
Instant
Try It
New Individual Customer
Triggers when an individual customer is created.
Trigger
Instant
Try It
New Job
Triggers when a job is created.
Trigger
Instant
Try It
New Quote
Triggers when a quote is created.
Trigger
Instant
Try It
New Schedule
Triggers when a job, lead, quote or activity schedule is created.
Trigger
Instant
Try It

New Site
Triggers when a site is created.
Trigger
Instant
Try It
- Company Name
  Required
- Preferred Techs
- Phone
- Do Not Call
- Alt Phone
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
- Email
- EIN
- Website
- Fax
- Company Number
Action
Write

- Title
- Given Name
  Required
- Family Name
- Preferred Techs
- Phone
- Do Not Call
- Alt Phone
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
- Email
- Cell Phone
Action
Write
- Customer
  Required
- Site
  Required
- Cost Center
- Customer Contact
- Additional Contacts
- Site Contact
- Description
- Notes
- Salesperson
- Project Manager
- Technicians
- Date Issued
- Due Date
- Validity Days
- Order No
- Name
- Stage
- Year
- Month
- Percent
- Status
- Tags
- Auto Adjust Status
- Catalog
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Type
- Rate
- Markup
- Sales Tax Code
- Time (Hours)
- Income Account
- Type
- Billable Status
- Description
- Estimated Cost
- Markup
- Estimated Time
- Sales Tax Code
- Actual Cost
- Actual Cost Date
- Sell Price
- Quantity
- Income Account
- Prebuild
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Service Fee
- Billable Status
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Income Account
Action
Write
- Name
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Techs
- Customers
- STC Zone
- VEEC Zone
Action
Write
- ID
- Order No
- Name
Action
Search
- ID
- Name
- Address
- City
- State
- Postal Code
- Country
Action
Search
- ID
- Phone
- Cell Phone
- Alt Phone
- Email
Action
Search
- ID
- Email
- Work Phone
- Cell Phone
- Alt Phone
- Title
- Given Name
  Required
- Family Name
- Fax
- Department
- Position
- Notes
Action
Search or write
- ID
- Company Name
  Required
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
- Preferred Techs
- Do Not Call
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
Action
Search or write
New Group
Triggers when a new group is created.
Trigger
Polling
Try It
- View
  Required
Trigger
Polling
Try It
- Tags
  Required
Trigger
Instant
Try It
- Who can view suspended tickets
Trigger
Polling
Try It
- Organization
Trigger
Polling
Try It
New View
Triggers when a new view is created.
Trigger
Polling
Try It
- Name
  Required
- Details
- Notes
- Tags
  Required
- Domain_names
- External_id
- Group_id
- Shared_tickets
- Shared_comments
Action
Write
- Subject
  Required
- Assignee
- Collaborators
- Collaborator Emails
- Group_id
- Name
  Required
- Requester Email
- First Comment/Description format
- First Comment/Description
  Required
- Should the first Comment be public?
- Tags
  Required
- Status
- Type
- Priority
- Submitter
- Ticket form
- Sharing Agreements
- Brand
- External_id
- Email CC
- Attachment
Action
Write
- Ticket (Required for non-admins)
- Comment
  Required
- First Comment/Description format
- Should the comment be public?
Action
Write
- Organization
  Required
- Name
  Required
- Details
- Notes
- Tags
  Required
- Domain_names
- External_id
- Shared_tickets
- Shared_comments
Action
Write
- User
  Required
- Name
  Required
- Requester Email
- Details
- Notes
- Phone
- Tags
  Required
- Role
- Organization
- External_id
- Verified
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Type
Action
Search
- Ticket_id
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
- Name
  Required
- Requester Email
- Details
- Notes
- Phone
- Tags
  Required
- Role
- Organization
- External_id
- Verified
Action
Search or write

Company Customer Updated
Triggers when a company customer is updated.
Trigger
Instant
Try It
Individual Customer Updated
Triggers when an individual customer is updated.
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated.
Trigger
Instant
Try It
Quote Updated
Triggers when a quote is updated.
Trigger
Instant
Try It
Schedule Updated
Triggers when a job, lead, quote or activity schedule is updated.
Trigger
Instant
Try It
Site Updated
Triggers when a site is updated.
Trigger
Instant
Try It
- Title
- Given Name
  Required
- Family Name
- Email
- Work Phone
- Fax
- Cell Phone
- Department
- Position
- Notes
- Alt Phone
Action
Write
- Customer
  Required
- Site
  Required
- Cost Center
- Customer Contact
- Additional Contacts
- Site Contact
- Order No
- Name
- Description
- Notes
- Date Issued
- Due Date
- Due Time
- Tags
- Salesperson
- Project Manager
- Technician
- Stage
- Status
- Response Time
- Auto Adjust Status
Action
Write
- Staff
  Required
- Date
- Start Time
  Required
- End Time
  Required
- Schedule Rate
  Required
- Notes
- Locked
- Type
Action
Write
- ID
- Email
- Work Phone
- Cell Phone
- Alt Phone
Action
Search
- ID
- Staff
  Required
- Date
- Type
Action
Search
- ID
- Company Name
  Required
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
Action
Search
- ID
- Order No
- Name
Action
Search
- ID
- Name
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Techs
- Customers
- STC Zone
- VEEC Zone
Action
Search or write
- ID
- Phone
- Cell Phone
- Alt Phone
- Email
- Title
- Given Name
  Required
- Family Name
- Preferred Techs
- Do Not Call
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
Action
Search or write
- Tags
  Required
Trigger
Polling
Try It
- Organization
Trigger
Polling
Try It
New Organization
Triggers when a new organization is created.
Trigger
Polling
Try It
- Ticket (Required for non-admins)
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- User
  Required
- user_delete_copy
- Permanent Deletion
- user_delete_test_copy
Action
Write
- Ticket (Required for non-admins)
- Tags
  Required
Action
Write
- Ticket (Required for non-admins)
- Comment
  Required
- Should the comment be public?
- Attachment
Action
Write
- Ticket (Required for non-admins)
- Tags
  Required
Action
Write
- Ticket (Required for non-admins)
- Subject
  Required
- Assignee
- Group_id
- Status
- Comment
  Required
- First Comment/Description format
- Should the comment be public?
- Tags
  Required
- Additional Tags
- Remove Tags
- Type
- Priority
- Submitter
- Brand
- External_id
- Requester
- Sharing Agreements
- Ticket form
- Collaborators
- Collaborator Emails
- Email CC
- Attachment
Action
Write
- Name
  Required
- Requester Email
- Details
- Notes
- Phone
- Tags
  Required
- Role
- Organization
- External_id
- Verified
Action
Write
- Query
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
- Name
  Required
- Details
- Notes
- Tags
  Required
- Domain_names
- External_id
- Group_id
- Shared_tickets
- Shared_comments
Action
Search or write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Simpro and Zendesk to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Zendesk on the Zapier blog

Make work flow with AI

Level up your Simpro to Zendesk integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Simpro + Zendesk integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Simpro and Zendesk

What is Simpro and Zendesk integration?

The integration between Simpro and Zendesk allows users to automate tasks and streamline communication by connecting the two platforms through triggers and actions via our integration services.

How can I set up a trigger from Simpro to Zendesk?

To set up a trigger from Simpro to Zendesk, you'll need to identify the event in Simpro that initiates the trigger, such as an updated job. Then, configure the action in Zendesk, like creating a new support ticket or updating a customer record.

Which actions can be automated between Simpro and Zendesk?

You can automate various actions such as creating or updating tickets in Zendesk when jobs are added or modified in Simpro. You can also automate sending notifications or updates across both platforms.

Do I need technical skills to integrate Simpro with Zendesk?

You don't necessarily need technical skills. Our user-friendly interface guides you through setting up triggers and actions, ensuring you can efficiently link specific events between Simpro and Zendesk without needing programming knowledge.

Can I customize the types of data transferred between Simpro and Zendesk?

Yes, you can customize data fields that are transferred during integration. Whether it's job details from Simpro transforming into ticket descriptions in Zendesk, tailor transfers to meet your business requirements.

Is it possible to test triggers before fully implementing them?

Absolutely, we offer testing capabilities that allow you to verify if your configured triggers and actions between Simpro and Zendesk are performing as expected before going live.

What happens if a trigger fails during execution?

If a trigger fails during execution, our system provides detailed error logs that help diagnose the problem so corrective measures can be taken promptly. We also support retry mechanisms in place for certain types of failures.

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.

Learn moreLearn moreHelpHelp

Related categories

Project Management

About Zendesk

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

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Connect Simpro and Zendesk to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Simpro and Zendesk to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Zendesk on the Zapier blog

7 ways to use Zapier's Zendesk integration

Make work flow with AI

Frequently Asked Questions about Simpro + Zendesk integrations

Connect Simpro to Zendesk on the world's largest no-code automation platform